Our Team

My team and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 

 
Paul A Phelps

Paul A Phelps, CLU®, ChFC®, CASL®, RICP®

Financial Advisor
Fax 845-224-0003

Professional:

Paul started his career as a Financial Advisor in 1993 in Bennington, Vermont.

After 22 years in Vermont, Paul relocated to Poughkeepsie, NY and became Managing Director of the Mid-Hudson Region Group (MHRG) of Northwestern Mutual.

Education:

M.S. in Financial Services from the American College

B.S. in Education from Castleton University

Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Accredited Estate Planner (AEP®), and Chartered Advisor for Senior Living (CASL®)

Licenses:

Series 7, 6, 26, 63 & 66

Currently licensed for insurance and investments in 43 states.

Associations and Memberships:

Hudson Valley Estate Planning Council

National Association of Insurance and Financial Advisors (NAIFA)

Personal:

Paul is married to Susan and has two daughters, Kaely and Meaghan, both who reside in New York City.  Two of the great benefits of relocating to NY from VT was moving 3 hours closer to their daughters and having Susan join the MHRG as the business manager.  When not working, Susan and Paul love taking the train to the city to visit Kaely and Meaghan, long weekend getaways and trips back to Vermont.

 
Colleen M. Bennett

Colleen M. Bennett

Financial Advisor
Office 845-244-8634

Professional:

Colleen's passion and purpose has always been helping others - coming from a background of non-profit work throughout the country.  Colleen joined Northwestern Mutual in June of 2015.  She works alongside Paul as his Associate Advisor meeting with both new and existing clients.

Education:

University of Scranton with her Bachelor of Science in Counseling and Human Services, 2013. 

Colleen holds her FINRA Series 6 and 63 licenses as well as her life and health insurance licenses.

Personal:

Colleen is native to the Hudson Valley and loves continually exploring all that this beautiful area has to offer. When outside of work, Colleen spends much of her free time hiking or eating and drinking her way through the valley! Colleen also enjoys spending time with her loud and loving family, reading and practicing yoga.

 
Paul A Phelps

Paul A Phelps, CLU®, ChFC®, CASL®, RICP®

Financial Advisor

 

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